Position in WELL
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$8,170
+$64 QoQ
Shares Held
36
-12.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,515
of 1,581 holders
Holding Since
Sep 2022
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Activest Wealth Management holds $15,451 across 7 REIT - Healthcare Facilities names. WELL ranks #1 (52.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
36 | $8,170 | |
| 2 | OHI |
Omega Healthcare Investors Inc
|
79 | $3,766 | |
| 3 | VTR |
Ventas, Inc.
|
20 | $1,776 | |
| 4 | MPT |
Medical Properties Trust Inc
|
319 | $1,473 | |
| 5 | DOC |
Healthpeak Properties, Inc.
|
10 | $214 | |
| 6 | AHR |
American Healthcare REIT, Inc.
|
1 | $52 | |
| 7 | SBRA |
Sabra Health Care REIT, Inc.
|
0 | $0 |
All Filings in WELL
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,170 | 36 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $8,106 | 41 | Shares | Sole | 2026-04-15 | |
| 2025-09-30 | $26,186 | 147 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $20,907 | 136 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $20,530 | 134 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $630 | 5 | Shares | Sole | 2025-01-28 | |
| 2022-12-31 | $22,287 | 340 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $21,868 | 340 | Shares | Sole | 2022-10-13 | |
| No filing history on record for this holder in this stock. | ||||||